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What Is RIA Match?

We match financial advisors and advisory firms. Choose between a low-cost or high-touch service. Network on our self-serve platform or engage a Concierge Consultant to navigate you to your succession and growth goals.

How RIA Match Works

Build Your Profile

Use our guided questionnaire to build a portrait of your firm and its goals.

Find Answers in Support
Get your platform questions answered fast with over 35 quick videos.

Act

Review Your Matches
Identify their philosophy and culture fit.

Send Free “Indications of Interest”
It’s like winking or poking on other social sites.

Send Messages to Qualified Matches
Use our platform to network and start discussions.

Maintain Your Anonymity
Identify yourself to a match in a private message if you choose.

Upgrade and Downgrade Monthly
You have control and flexibility with your plan.

As Seen In

As an independent RIA interested in attracting state registered advisors, I was happy to see a site where I could connect with my target audience. Since being a member, I have brought on two state-registered IAR's and successfully merged them into our practice. Currently, I am evaluating the promoted profiles section of the site and continue to look for qualified advisors who want to grow and be part of a larger firm, while still maintaining their client ownership. William Kring, CFP, AIF, Managing Partner, Chief Investment Officer, WEALTH & PENSION SERVICES GROUP, INC.

I've used RIA Match for several months and am amazed by how many connections I've made with other RIAs. Several are right in our backyard. We've already started a dialogue with a few. RIA Match has been a great experience that I would recommend to an Paul Duval, President, Genesis Wealth Advisors

I wanted to tell you how much I enjoy your service. It is a great resource for advisors looking to make changes and is one of the most valuable tools that we use. Eric Howie, CFP, ChFC Managing Director, Beacon Pointe Wealth Advisors, LLC

I want to let you know that I am benefiting from RIA Match. Within the first 2 weeks, I have already made contact with 2 RIAs with whom I have started some dialogue. I gladly recommend your service to other RIAs seeking to grow, sell or combine their firm with another one. D. Dean McCormick III, CPA Personal CFO to Successful Entrepreneurs Insight Wealth Strategies, LP

RIA Match gives us the potential to acquire, merge, or partner with other like- minded firms. This is a tremendous opportunity. . . cutting edge technology allows us to virtually prospect. . . user friendly. Buyers and sellers should be on this site! Thomas A. Pacilio, Sr. Managing Director, Pacilio Wealth Mgmt

I have had the opportunity to speak with a number of folks on the site and I believe it is a great tool for advisors out there. Thank you guys for creating something that was so necessary! It has been a great experience. Jon Dubravac, Founding Principal of WealthSource Partners